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![Equities remain the place to be for long-term growth: Angeles Wealth Management]()
6 Jul, 2021Equities remain the place to be for long-term growth: Angeles Wealth Management
Our Chief Investment Officer Michael Rosen sits down with Yahoo! Finance to provide his perspectives on the market, current uncertainties faced by investors, and the role equities can play in a long-term growth portfolio.
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![June 2021 Global Market Index Performance]()
1 Jul, 2021June 2021 Global Market Index Performance
Global equities posted positive returns in June, with the MSCI ACWI IMI up 1.2% and the S&P 500 up 2.3%, while non-US developed equity markets fell -1.1% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...
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![4 Reasons to Call It Quits With Your Financial Advisor]()
24 Jun, 20214 Reasons to Call It Quits With Your Financial Advisor
"There should be no discussion about investments until there's a deep dive and discovery on your current lifestyle, expenses, family members and retirement goals," says Harry Grand of Angeles Wealth Management.
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![Angeles Wealth's Jon Foster: Ugly Surprise Stalks Advisory Industry]()
11 Jun, 2021Angeles Wealth's Jon Foster: Ugly Surprise Stalks Advisory Industry
Jonathan Foster, President and CEO of Angeles Wealth, discusses his take on the wealth management industry, our differentiated approach and business model, and, as a result, our rapid growth and the appeal of our wealth advisory practice.
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![Reasons To Be Bullish On The Economy Right Now]()
5 Jun, 2021Reasons To Be Bullish On The Economy Right Now
The economy will see the fastest growth this year since 1950, says Michael Rosen of Angeles Investments. Corporations are short of supply in face of a booming demand, and will spend to boost output, he adds. Financial conditions are as accommodative
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![Stocks Pop as Solid Jobs Report Soothes Investor Fears]()
4 Jun, 2021Stocks Pop as Solid Jobs Report Soothes Investor Fears
"This is not a game-changer for the Fed," said Michael Rosen, managing partner and chief investment officer with Angeles Wealth. Rosen added that the jobs data also show that the economy is continuing to rebound at a solid clip, which will allay...
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![What Financial Advisers are Reading This Summer]()
3 Jun, 2021What Financial Advisers are Reading This Summer
"Think Again: The Power of Knowing What You DonÃt Know" (2021) by Adam M. Grant - For professional growth, this one is fascinating to me. Think Again explores the art of thinking and intellectual humility.
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![What's Next for the Advisor's Office?]()
3 Jun, 2021What's Next for the Advisor's Office?
Many commercial landlords have had to reverse trends towards open offices - where teams work in close proximity in "huddle spaces" - to create separated, defined spaces where a virus can't spread as easily, says Jonathan Foster, CEO of Angeles Wealth
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![May 2021 Global Market Index Performance]()
1 Jun, 2021May 2021 Global Market Index Performance
Global equities posted positive returns in May, with the MSCI ACWI IMI up 1.5%, the S&P 500 up 0.7%, and non-US developed equity markets up 3.3% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...
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![A Framework for Evaluating OCIO Performance]()
21 May, 2021A Framework for Evaluating OCIO Performance
Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO.
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![Stocks Close Mostly Lower as Yellen Says Interest Rates Likely to Rise]()
4 May, 2021Stocks Close Mostly Lower as Yellen Says Interest Rates Likely to Rise
Michael Rosen, Managing Partner and CEO at Angeles Wealth Management, says Yellen's comments threw a wrench into the market, even though her comments shouldn't have come as a major surprise.
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![April 2021 Global Market Index Performance]()
3 May, 2021April 2021 Global Market Index Performance
Global equities posted positive returns in April, with the MSCI ACWI IMI up 4.3%, the S&P 500 up 5.3%, and non-US developed equity markets up 3.0% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...
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![RVK and Angeles Top Greenwich Consultant Rankings Four Years Straight]()
30 Apr, 2021RVK and Angeles Top Greenwich Consultant Rankings Four Years Straight
Michael Rosen, Angeles' chief investment officer, says his firm's size gives it a structural advantage. Angeles, which just marked its 20th anniversary, has had little employee or client turnover and is big enough to have the resources to identify...
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![Beach Reading]()
29 Apr, 2021Beach Reading
Beach weather is upon us in Southern California, so here are some book suggestions from my last few months of reading.Love, by Roddy DoyleTwo old friends, Joe and Davy, reunite after many years apart. ...
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![U.S. economy to see strongest growth since 1950: Angeles Wealth Management CIO]()
28 Apr, 2021U.S. economy to see strongest growth since 1950: Angeles Wealth Management CIO
Michael Rosen, Angeles Wealth Management CIO & Co-Founder, joins Yahoo Finance Live to discuss outlook on the economy amid FOMC published statements.
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![Fourth Consecutive Year Angeles Wins the Greenwich Quality Leader Award]()
27 Apr, 2021Fourth Consecutive Year Angeles Wins the Greenwich Quality Leader Award
For the fourth time, Angeles Investments has been named a 2020 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for four consecutive years.
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![A Tremendous Loss on 9/11 and the Path Forward]()
21 Apr, 2021A Tremendous Loss on 9/11 and the Path Forward
Sept. 11, 2001 is a day most Americans canÃt forget, when Al-Qaida coordinated four terrorist attacks against the United States. But for Chloe Wohlforth, managing director of Angeles Wealth Management in New York, it was the day she lost her father.
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![Artadia announces 2021 Los Angeles Awardees]()
8 Apr, 2021Artadia announces 2021 Los Angeles Awardees
The Angeles Art Fund is proud to support The 2021 Los Angeles Artadia Awards. Artadia is a non-profit, grantmaking organization that supports visual artists with unrestricted, merit-based financial awards as well as community support, advocacy...
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![1st Quarter 2021 - Cognitive Dissonance]()
5 Apr, 20211st Quarter 2021 - Cognitive Dissonance
Surgery is painful, which is why humans have experimented with various forms of anesthesia for millennia. Herbal remedies and alcohol were probably used pre-history, opium was cultivated by the Sumerians 4500 years ago, and Peruvians were chewing...
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![March 2021 Global Market Index Performance]()
1 Apr, 2021March 2021 Global Market Index Performance
Global equities posted positive returns in March, with the MSCI ACWI IMI up 2.6%, the S&P 500 up 4.4%, and non-US developed equity markets up 2.3% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...
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![With A Little Help From Our Friends]()
1 Apr, 2021With A Little Help From Our Friends
For us at Angeles, it was exactly twenty years ago, today, that we opened our doors and began our new venture. Leslie, Howard, and Michael were joined on Day One by Anna (because we needed someone who could do the actual work), and Sandra joined...
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![Webinar Replay - A Solutions-Oriented Framework to Strategic Asset Allocation]()
2 Mar, 2021Webinar Replay - A Solutions-Oriented Framework to Strategic Asset Allocation
Forward-looking projections suggest no combination of high-grade bonds and equities is likely to meet investor objectives. So how do investors move forward?
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![Are Advisors Really Doing Something About Diversity?]()
2 Mar, 2021Are Advisors Really Doing Something About Diversity?
Take Angeles Investments, a Los Angeles-based firm with over $30 billion in assets under advisement. After the protests, the firm held two three-hour ÃÅ"bias trainingÃÂ sessions for all interested employees. Those meetings produced multiple insights...
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![February 2021 Global Market Index Performance]()
1 Mar, 2021February 2021 Global Market Index Performance
Global equities posted positive returns in February, with the MSCI ACWI IMI up 2.7%, the S&P 500 up 2.8%, non-US developed equity markets up 2.2% in dollar terms, and emerging markets up 0.8%. Value stocks outperformed growth stocks for the month...
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